How to Populate a Record

Welcome to the SoterAI onboarding module on how to populate a record. In this video, we'll show how to easily complete a record and assign actions.

Creating a New Record

Once a record type has been created, it will appear on your dashboard landing page. In this example, we'll walk through how to complete an incident record.

To create a new incident record, click Use Now. This opens a chat-based experience where you can interact with SoterAI to capture all of the required details.

Multiple Ways to Capture Information

You can enter information in several ways. You can type directly into the chat, use the microphone to speak your response, or complete the form manually on the right-hand side. You can also upload images or videos, which SoterAI can use to help populate details such as the incident description. This makes it faster and more consistent to capture incident information.

Saving and Managing Records

Once all required information has been entered, click Create Record. This saves the record into the system, where it can be viewed, edited, and referenced at any time.

From within the record, you can assign actions to ensure follow-up occurs. Actions can be assigned to specific users, creating clear accountability for completing corrective steps.

Assigned actions appear in the Actions tab and remain open until they are completed, helping ensure issues are addressed and risks are not left exposed.

Using Records for Continuous Improvement

Populated records become part of your operational safety data. They can be reviewed, reported on, and used to inform Risk Intelligence, workflows, and future assessments.

By consistently capturing and acting on records, you turn everyday safety activity into structured intelligence that drives continuous improvement across your organization.